No one wants to pay higher taxes than necessary and it’s safe to say that we all hope for lower taxes. Because a professional financial advisor at Capelli Financial Services looks at the whole picture, we have a unique vantage point from which to spot opportunities. We work with you and your tax advisors to ensure that you take advantage of appropriate strategies.
- We provide counsel on available approaches to minimizing tax liability and integrate tax strategies into your overall financial planning matrix.
- We coordinate our efforts with your accountant and other tax advisors to simplify the complexities of your recordkeeping and reporting.
- In managing your portfolios, we consider the tax impact of investment choices and transactions (recognizing that tax considerations are not the only driver of investment decisions).
For tax strategies that work to your advantage, contact a financial advisor at CFS today.